Name: BM Vision 2030 Fundamental
Brand: smallcase
SKU: BAMIMO_0004
Price: 81826 INR

Basant Maheshwari Wealth Advisers LLP  offers portfolio management and Research Analyst services. The firm focuses on investing in companies which have predictable and consistent earnings and can typically generate above average earnings growth over longer periods of time. 


Nifty 500 Index

BM Vision 2030 Smallcase

BM Vision 2030 Fundamental

Basant Maheshwari Investing

This portfolio will participate in the megatrends that have and will emerge over the next decade.

The BM Vision 2030 Smallcase is designed to capitalize on emerging megatrends over the next decade by investing in companies poised for significant growth.&nbsp;

Rather than seeking undervalued stocks, the strategy focuses on businesses that, through their expansion, render their valuations attractive over time.The portfolio deliberately avoids illiquid small-cap stocks to ensure ease of entry and exit, likening such investments to the dilemma of Abhimanyu—easy to enter but challenging to exit.&nbsp;

This approach aims to outperform the Nifty midcap benchmark through strategic stock selection and disciplined weighting.

Comprising a concentrated selection of 12-15 stocks across various sectors and market capitalizations.

This smallcase will be rebalanced on an as-needed basis

BM Vision 2030 Fundamental

BM Vision 2030 Fundamental

Overview

Stocks & Weights